Microsoft 365 Planner

Microsoft Planner provides a hub for team members to create plans, organise and assign tasks to different users and to check updates on progress through dashboards.

This course is covered in a half day training session.

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Session Topics

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• Sign into Microsoft Planner

• Getting Started

• Creating a Plan

• Adding and assigning tasks

• Creating and assigning to buckets

• Attaching files and content

• Flagging tasks with labels

• Adding members

• Viewing my tasks

• Updating a task’s status

• Viewing the progress on a plan

• Using charts to view progress

• Working with the Planner hub

• Marking a plan as a favourite

• Using Microsoft Planner with Outlook

• Exporting to Microsoft Excel